November 1, 2018

Winning the Nonprofit Talent War

Hosted by Charles River CFO, Hub International and Calibre CPA

Today’s charitable nonprofits wage a tough battle to attract and retain the best talent in a competitive marketplace while holding a line on expenses, relieving HR workloads and bulletproofing compliance.

Join us for this engaging discussion where we’ll:

  • Learn innovative approaches to today’s recruitment and talent challenges
  • Hear insights into the wants and needs of an increasingly diverse workforce and how to provide the lifestyle and financial protections they expect
  • Examine trends in benefits programs to attract and retain top talent
  • Discover strategies to increase employee engagement, streamline HR and ensure compliance
  • Discuss with peers the movement to total rewards strategies, including practical steps and best practices for implementing in your nonprofit

Our speakers will lead this discussion that’ll transform your approach to recruitment and talent management. You’ll leave with next steps you can take to embrace new talent and reward strategies!

Exclusively for CEOs/EDs, COOs, CFOs, CSOs, CHROs or equivalent SVP roles in nonprofits with 75+ employees for a peer learning environment


Ann Shipman is Executive Director, Human Resources, at the US Holocaust Memorial Museum where she heads HR strategy, including recruitment, talent development, compensation planning, coaching and executive assessment. Ann has a 20-year track record of driving organizational growth and employee development in HR leadership roles at global NGO Counterpart International and private sector giants GE Capital and Wells Fargo. She is known for her acumen in organizational effectiveness, talent acquisition and development, succession planning, performance management and training. Ann earned a MS in Human Resource Management from the University of Richmond, PHR certification from SHRM and Six Sigma Green Belt.

Joe Torella is President, Employee Benefits, East Region, at HUB International where he focuses on the creation of innovative, practical and cost-effective human capital solutions for nonprofit and for-profit organizations across the East Coast. He brings over 24 years of industry experience, including leadership roles with AmeriHealth, CIGNA HealthCare and Blue Cross Blue Shield. Joe is a frequent speaker, author and educator on topics, such as consumer-driven healthcare, healthcare reform, transparency and managed care. He holds an MBA from Rutgers University and is past president of the New Jersey Association of Health Underwriters.


Scott Konrad is SVP and Not-for-Profit Practice Leader, East Region, at HUB International where he helps nonprofits surmount their most pressing human capital, corporate risk and insurance challenges. A 40-year industry veteran of leadership roles with global brokers Johnson & Higgins, Marsh and Willis, Scott is a frequent speaker on risk management, including educational programs for AICPA, Humentum, LISC, NeighborWorks America and the Nonprofit Risk Management Center. A graduate of Colgate University, he earned risk management accreditation for churches and schools from the University of Cambridge and has been recognized for his achievements by Risk & Insurance and Insurance Business America.


HUB International is the world’s sixth largest insurance brokerage and risk advisory firm. Its vertically-integrated Not-for-Profit Practice specializes in helping tax-exempt organizations surmount their corporate risk, insurance and employee benefit challenges through an agile, entrepreneurial model that leverages global scope and scale, deep sector expertise, outstanding partnerships and a local touch – while banishing bloat and bureaucracy.

Calibre CPA Group, PLLC is a full-service accounting and advisory firm with big capabilities. We help not-for-profit organizations, employee benefit plans and labor organizations as well as other enterprises nationwide make a difference through proactive and value-added accounting, audit, taxation, forensic and risk advisory and payroll compliance services. With offices in the Washington, DC, Chicago, New York and Los Angeles areas, our more than 200 specialists work hand-in-hand with our clients to help them stay ahead of financial developments and guide them through the complexities of accounting and reporting regulations.

Charles River CFO is an outsourced financial management firm bringing strategic guidance to over 1,000 clients. Cofounder of this Scaling Nonprofits event series, John Gillespie works as an outsourced CFO heading up the Nonprofit & Social Enterprise Practice. CRCFO serves as your entire outsourced team, freeing up senior leaders to drive revenue while keeping costs predictable and tightly controlled, or as an extension to your internal finance team. We scale with you from early stage to mature growth cycles with a full suite of finance, accounting and tax services.

Proceeds from this event will be donated to Miriam’s Kitchen


Thu, November 1, 2018

7:30 AM – 10:30 AM EDT

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Near Dupont Circle, Metro South

1800 Massachusetts Ave, NW

Washington, DC 20036

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May 10, 2018

Peer Discussion for Nonprofit Leaders


Rethinking Revenue Series
Earned Income Strategies to Drive Sustainable Revenue

 Hosted by Charles River CFO and Amalgamated Bank

In today’s funding climate, nonprofits and mission organizations are adopting new models to create multi-year revenue streams to drive growth and sustainability.

Join us for this engaging discussion where we’ll:

  • Examine the latest models that nonprofits are using to create new revenue streams to
    advance your bottom line while staying true to your mission
  • Learn the keys to successful earned income strategies that drive sustainable growth for your organization
  • Hear strategies to co-create opportunities with funders and corporate partners that connect
    your economic model to your impact and mission
  • Discuss how to position your brand and tell an impactful story to funders
  • Brainstorm with other nonprofit leaders on how to launch new initiatives that drive multi-year
    revenue streams

Warren Tranquada, EVP & COO of New Jersey Performing Arts Center, and Pat Nicklin, EVP Purpose-drive Marketing of Reingold, lead this timely discussion that’ll transform your approach to revenue generation. Our speakers have led similar initiatives with significant results in nonprofit operational roles.

You’ll leave with next steps you can take to embrace new revenue opportunities!

(CEOs, COOs, CFOs, CDOs & Senior executives)

Read Patricia Nicklin's article Rethinking Revenue for Measurable Impact.



Thu, May 10, 2018
7:30 AM – 10:00 AM EDT


Amalgamated Bank
275 Seventh Avenue
12th Floor
New York, NY 10001


7:30-8 am        Breakfast & Networking 

8-9 am             Speaker Discussions  

9-10 am           Peer Roundtables